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Reviews below 3.0 stars

4.8

Average

Average of all reviews

7

Reviews

Total number of reviews

Reviewer opinions

100%

80%

60%

40%

20%

Communication

Knowledge & Expertise

Customer Care

Would recommend to others

About me

I have worked as a Financial Planner since 2008 and in 2015, I established Diligent Financial Planning, a fee for service advisory firm to ensure that the advice delivered to our clients was not linked to or influenced by any financial institution.

I hold a Bachelor’s Degree in Psychology, a Diploma and Advanced Diploma in Financial Services and I am an Associate Member of the FPA.

Authored by me:

Reviews

4.8

out of 5 stars

4

3

0

0

0

James

46-55 years old

5

"Chintan is highly experienced and truly professional in his field, his attention to detail and Customer care is highly commendable. We can always rely on him to seek advice and answer questions in a timely manner. "

30 Apr 2019

details

Belinda

56-65 years old

4.69

"Chintan has always been very helpful and gone well beyond the extra mile from a service perspective. He is very thorough and respectful in his approach. "

30 Apr 2019

details

peter

56-65 years old

5

"I am extremely pleased, with Chintan's advise, availability and helpfulness. He is always there to assist with great customer focus."

17 Apr 2019

details

Anne

65+ years old

5

"Chintan has given me advice on managing superannuation, retirement, shares and investments and budgeting. He has always been clear and precise in his explanations. He encourages questions and is patient with responding to them. He is prepared to repeat things to make sure I understand what is being discussed. He listens to me and gives clear answers that are easily understood. He is greatly knowledgable and I have every confidence in his advice and care. "

15 Apr 2019

details

Jill

65+ years old

4.56

"Chinton has been extremely helpful in all aspects of my retirement income. He has given me sound advice. I am very confident in taking Chinton’s recommendations in all aspects of my finances. "

15 Apr 2019

details

Wendy

65+ years old

4.38

"Happy to share with others that Chintan has been our financial advisor for over 7 years.. he has been instrumental in guiding & advising us along the path of creating & maintaining a solid and sustainable retirement income from our lifetime of hard earned savings and investments.
Now in our 4th year of retirement we continue to meet Chintan regularly to discuss and confer on where we see ourselves heading in the near & distant future.
Maintaining an income stream relatively free from the stress and worry that comes with the territory .... “when is enough enough” or “will we have enough for living the envisaged lifestyle of choice, travelling or leaving something for our adult children & grandchildren ??”. A number of well informed decisions have been formulated & acted upon.
Thank you Chintan to you & your team for working with us in such a respectful & dignified manner.
Your valued clients .. Bill & Wendy"

15 Apr 2019

details

My Expertise

Borrowing

Budgeting

Cashflow & Income

Complex Investments

Government Assistance

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Retirement Planning

Self Managed Super Funds

Shares & Investments

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Key information

Adviser rating

Gold

Years Experience

11 Years

Highest qualification

Bachelor of Arts (Psychology)

Industry Memberships

1 total

Address

Lower Ground 2 21 Queen StBlackburn, VIC, 3130

Location

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I'm committed to providing quality service and meeting your needs.

Ownership Structure

Company

Diligent Financial Planning Pty Ltd

Licensee
Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee

My Fees

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Top skills rated by customers

100%

80%

60%

40%

20%

Cashflow & Income

Shares & Investments

Superannuation

Retirement & Pensions

Budgeting

Tax Strategies

Borrowing

Growing Assets

Wills & Estate

Insurance & Protection

James

46-55 years old

5

"Chintan is highly experienced and truly professional in his field, his attention to detail and Customer care is highly commendable. We can always rely on him to seek advice and answer questions in a timely manner. "

30 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Belinda

56-65 years old

4.69

"Chintan has always been very helpful and gone well beyond the extra mile from a service perspective. He is very thorough and respectful in his approach. "

30 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

peter

56-65 years old

5

"I am extremely pleased, with Chintan's advise, availability and helpfulness. He is always there to assist with great customer focus."

17 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Anne

65+ years old

5

"Chintan has given me advice on managing superannuation, retirement, shares and investments and budgeting. He has always been clear and precise in his explanations. He encourages questions and is patient with responding to them. He is prepared to repeat things to make sure I understand what is being discussed. He listens to me and gives clear answers that are easily understood. He is greatly knowledgable and I have every confidence in his advice and care. "

15 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Jill

65+ years old

4.56

"Chinton has been extremely helpful in all aspects of my retirement income. He has given me sound advice. I am very confident in taking Chinton’s recommendations in all aspects of my finances. "

15 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Wendy

65+ years old

4.38

"Happy to share with others that Chintan has been our financial advisor for over 7 years.. he has been instrumental in guiding & advising us along the path of creating & maintaining a solid and sustainable retirement income from our lifetime of hard earned savings and investments.
Now in our 4th year of retirement we continue to meet Chintan regularly to discuss and confer on where we see ourselves heading in the near & distant future.
Maintaining an income stream relatively free from the stress and worry that comes with the territory .... “when is enough enough” or “will we have enough for living the envisaged lifestyle of choice, travelling or leaving something for our adult children & grandchildren ??”. A number of well informed decisions have been formulated & acted upon.
Thank you Chintan to you & your team for working with us in such a respectful & dignified manner.
Your valued clients .. Bill & Wendy"

15 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Mark

56-65 years old

5

"Chintan has given me advice on a large range of financial matters including debt, superannuation, insurance and investments. He always explains things in a simple understandable way and I always feel confident that the advice is right for my needs. He is always very responsive especially when there have been significant changes in my life."

15 Apr 2019

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

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I'm committed to providing quality service and meeting your needs.

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Aged Care

Borrowing

Budgeting

Cashflow & Income

Complex Investments

Defence Industry

Expat Finance

Government Assistance

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Medical Industry

Property Investment

Retirement Planning

Self Managed Super Funds

Shares & Investments

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Women's Finance

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